SCHOLARSHIP FOUNDATION OF SANTA BARBARA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SCHOLARSHIP FOUNDATION OF SANTA BARBARA (EIN 23-7087774)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-15
- IRS object ID
- 202303199349322580
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:05:36-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD ST STE 300 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237087774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIP FOUNDATION OF SANTA BARBARA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 8056876065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3620 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HUTCHINSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8056876065 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | HUTCHINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MELINDA CABRERA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3620 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,982,568 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBSCHOLARSHIP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INSPIRE, ENCOURAGE & SUPPORT STUDENTS TO AND THROUGH COLLEGE, GRADUATE & VOCATIONAL SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 225 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,467,282 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,378,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $85,392 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,392 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,532,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,059,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$97,831 | PYOtherRevenueAmt |
| CY Other Revenue | -$64,255 | CYOtherRevenueAmt |
| PY Total Revenue | $9,987,149 | PYTotalRevenueAmt |
| CY Total Revenue | $10,459,065 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,764,392 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,446,009 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,257,183 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,770,731 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,167 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $51,497 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $550,184 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $595,512 | PYOtherExpensesAmt |
| CY Other Expenses | $881,710 | CYOtherExpensesAmt |
| PY Total Expenses | $8,622,254 | PYTotalExpensesAmt |
| CY Total Expenses | $9,149,947 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,364,895 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,309,118 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,291,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,972,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,064,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,257,006 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,226,845 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,715,594 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SCHOLARSHIP FOUNDATION OF SANTA BARBARA INSPIRES, ENCOURAGES AND SUPPORTS SANTA BARBARA COUNTY STUDENTS TO AND THROUGH COLLEGE, GRADUATE AND VOCATIONAL SCHOOL BY PROVIDING INFORMATION, ADVISING, AND SCHOLARSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,276,263 | ExpenseAmt |
| Grant | $6,446,009 | GrantAmt |
| Revenue | $85,392 | RevenueAmt |
| Desc | THE SCHOLARSHIP FOUNDATION OF SANTA BARBARA HELPS SANTA BARBARA COUNTY STUDENTS ACCESS POSTSECONDARY AND VOCATIONAL EDUCATION THROUGH SCHOLARSHIPS AND FINANCIAL AID ADVISING. IT IS THE NATION'S LARGEST COMMUNITY-BASED PROVIDER OF POSTSECONDARY EDUCATION SCHOLARSHIPS, HAVING CUMULATIVELY AWARDED IN EXCESS OF $150 MILLION TO NEARLY 60,000 STUDENTS THROUGHOUT SANTA BARBARA COUNTY SINCE ITS FOUNDING IN 1962. IN 2023, THE SCHOLARSHIP FOUNDATION AWARDED ALMOST $7.2 MILLION TO 1,864 SANTA BARBARA COUNTY STUDENTS. SCHOLARSHIPS FOR UNDERGRADUATES STUDYING AT TWO-YEAR AND FOUR-YEAR COLLEGES AND UNIVERSITIES AVERAGED $3,500. FIFTY-THREE PERCENT OF THIS YEAR'S RECIPIENTS ARE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE. THE PRIMARY CRITERIA FOR AWARD SELECTION ARE DONOR INTENT, FINANCIAL NEED, POTENTIAL, AND MOTIVATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $505,911 | ExpenseAmt |
| Desc | THE SCHOLARSHIP FOUNDATION OF SANTA BARBARA SERVES MORE THAN 20,000 INDIVIDUALS EACH YEAR THROUGH FINANCIAL AID WORKSHOPS AND INDIVIDUAL APPOINTMENTS. SPECIFICALLY, SCHOLARSHIP FOUNDATION PROGRAM ADVISORS ASSIST STUDENTS WITH SCHOLARSHIP APPLICATIONS, HELP DECIPHER COMPLEX FEDERAL AND STATE FINANCIAL AID FORMS, AND EXPLAIN FINANCIAL AID AWARD LETTERS AND LOAN PROGRAMS, ALL FREE OF CHARGE. OFFICE FINANCIAL AID WORKSHOPS AND PRESENTATIONS TAKE PLACE AT SCHOOLS THROUGHOUT SANTA BARBARA COUNTY. FINANCIAL AID ADVISING APPOINTMENTS ARE AVAILABLE FOR STUDENTS AND THEIR FAMILIES COUNTYWIDE. THE ORGANIZATION EMPLOYS FOUR FULL-TIME BILINGUAL PROGRAM ADVISORS. THANKS TO OUR PROGRAMS TEAM, SCHOLARSHIP FOUNDATION RECIPIENTS RECEIVE TENS OF MILLIONS OF DOLLARS IN ADDITIONAL FEDERAL, STATE, AND INSTITUTIONAL AID EACH YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,782,174 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEF FINANCIAL OFFICER | PersonNm |
| Phone | 8056876065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3620 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NANCY RANSOHOFF | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATT ROWE | |||||||
| BOARD CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNA MCGREW | |||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIE GLANVILLE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN ARNOLD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG BARTHOLOMEW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER BROWN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TRUDI CAREY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH CHRISMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DURON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP FRANKLIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA GANN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET GARUFIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GUILLE GIL-REYNOSO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN GRIFFIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NORM HABERMANN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE HUINER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TESSA KAGANOFF | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM KNIGHT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY KNIGHT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AIMEE MILLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMIL NAZARETYAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY OLEARY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY PLOURD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE RANDOLPH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER RAPP | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE WHALEN SCHUETZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY SMITH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN SMITH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACEY SOLOMON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHAEL STEIDL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR SWALLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE THURLOW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA WEIDL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL YOUNG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA ROBERTSON | |||||||
| PRESIDENET & CEO | 40.00 | Yes (X) | $193,444 | $0 | $17,314 | ||
| JAMES HUTCHINSON | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $116,327 | $0 | $8,648 | ||
| MARY DWYER | |||||||
| INTERIM PRESIDENT & CEO | 40.00 | Yes (X) | $8,880 | $0 | $0 | ||
| LEN SMOLBURD | |||||||
| CHIEF PROGRAMS OFFICER | 40.00 | $131,559 | $0 | $17,924 | Yes (X) | ||
| TIM DOUGHERTY | |||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $118,327 | $0 | $8,764 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $568,537 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN PRIVATE BANK | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK E FLOOR 39 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $141,264 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $293,400 | FundraisingAmt |
| All Other Contributions | $8,084,646 | AllOtherContributionsAmt |
| Noncash Contributions | $603,539 | NoncashContributionsAmt |
| Total Contributions | $8,378,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT FOR STUDENT AID SVC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $85,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,392 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,392 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,494,052 | TotalRevenueColumnAmt |
| Exclusion | $1,494,052 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,675 | TotalRevenueColumnAmt |
| Exclusion | $63,675 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,961,403 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,395,573 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $565,830 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $565,830 | TotalRevenueColumnAmt |
| Exclusion | $565,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $293,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,930 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$127,930 | TotalRevenueColumnAmt |
| Exclusion | -$127,930 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,459,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,995,627 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,373,314 | TotalAmt |
| Program Services | $6,373,314 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,695 | TotalAmt |
| Program Services | $72,695 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,936 | TotalAmt |
| Program Services | $173,273 | ProgramServicesAmt |
| Management And General | $204,980 | ManagementAndGeneralAmt |
| Fundraising | $247,683 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,325 | TotalAmt |
| Program Services | $654,574 | ProgramServicesAmt |
| Management And General | $122,650 | ManagementAndGeneralAmt |
| Fundraising | $121,101 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,494 | TotalAmt |
| Program Services | $37,868 | ProgramServicesAmt |
| Management And General | $5,724 | ManagementAndGeneralAmt |
| Fundraising | $5,902 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,971 | TotalAmt |
| Program Services | $50,137 | ProgramServicesAmt |
| Management And General | $18,594 | ManagementAndGeneralAmt |
| Fundraising | $20,240 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,005 | TotalAmt |
| Program Services | $59,491 | ProgramServicesAmt |
| Management And General | $22,861 | ManagementAndGeneralAmt |
| Fundraising | $25,653 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,080 | TotalAmt |
| Management And General | $51,080 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,497 | TotalAmt |
| Fundraising | $51,497 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,264 | TotalAmt |
| Management And General | $141,264 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,490 | TotalAmt |
| Program Services | $102,993 | ProgramServicesAmt |
| Management And General | $51,497 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,832 | TotalAmt |
| Program Services | $7,708 | ProgramServicesAmt |
| Fundraising | $23,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,967 | TotalAmt |
| Program Services | $56,296 | ProgramServicesAmt |
| Management And General | $18,569 | ManagementAndGeneralAmt |
| Fundraising | $18,102 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,161 | TotalAmt |
| Program Services | $72,871 | ProgramServicesAmt |
| Management And General | $20,013 | ManagementAndGeneralAmt |
| Fundraising | $15,277 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,786 | TotalAmt |
| Program Services | $69,924 | ProgramServicesAmt |
| Management And General | $19,203 | ManagementAndGeneralAmt |
| Fundraising | $14,659 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,334 | TotalAmt |
| Program Services | $12,334 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,616 | TotalAmt |
| Program Services | $5,561 | ProgramServicesAmt |
| Management And General | $132,055 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,746 | TotalAmt |
| Program Services | $7,914 | ProgramServicesAmt |
| Management And General | $2,173 | ManagementAndGeneralAmt |
| Fundraising | $1,659 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,792 | TotalAmt |
| Program Services | $12,661 | ProgramServicesAmt |
| Management And General | $3,477 | ManagementAndGeneralAmt |
| Fundraising | $2,654 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $18,642 | TotalAmt |
| Program Services | $12,560 | ProgramServicesAmt |
| Management And General | $3,449 | ManagementAndGeneralAmt |
| Fundraising | $2,633 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,149,947 | TotalAmt |
| Program Services | $7,782,174 | ProgramServicesAmt |
| Management And General | $817,589 | ManagementAndGeneralAmt |
| Fundraising | $550,184 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99 | BOYAmt |
| EOY | $101 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,893,180 | BOYAmt |
| EOY | $6,584,553 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,585 | BOYAmt |
| EOY | $1,707,276 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,837 | BOYAmt |
| EOY | $38,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $828,895 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $704,842 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,799 | BOYAmt |
| EOY | $124,053 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,070,505 | BOYAmt |
| EOY | $59,710,656 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,260 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,058 | BOYAmt |
| EOY | $807,102 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,291,323 | BOYAmt |
| EOY | $68,972,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,341 | BOYAmt |
| EOY | $236,982 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,876,137 | BOYAmt |
| EOY | $6,402,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $618,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,064,478 | BOYAmt |
| EOY | $7,257,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,707,422 | BOYAmt |
| EOY | $4,147,575 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,519,423 | BOYAmt |
| EOY | $57,568,019 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,226,845 | BOYAmt |
| EOY | $61,715,594 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,291,323 | BOYAmt |
| EOY | $68,972,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,309,118 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,179,318 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $313 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,937,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,229,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,908,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,444,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,378,049 | CurrentTaxYearAmt |
| Total | $41,897,342 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,937,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,229,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,908,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,444,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,378,049 | CurrentTaxYearAmt |
| Total | $41,897,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,285,847 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,611,495 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $963,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,145,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,361,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,598,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,557,727 | CurrentTaxYearAmt |
| Total | $6,627,211 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,003 | CurrentTaxYearMinus3YearsAmt |
| Total | $3,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,527,556 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $426,960 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,691,285 | BeginningYearBalanceAmt |
| Contributions | $3,084,851 | ContributionsAmt |
| Investment Earnings Or Losses | $4,646,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,267,100 | GrantsOrScholarshipsAmt |
| End Year Balance | $55,155,583 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,676,947 | BeginningYearBalanceAmt |
| Contributions | $1,414,764 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,111,630 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,288,796 | GrantsOrScholarshipsAmt |
| End Year Balance | $49,691,285 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,323,611 | BeginningYearBalanceAmt |
| Contributions | $1,270,839 | ContributionsAmt |
| Investment Earnings Or Losses | $13,325,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,243,422 | GrantsOrScholarshipsAmt |
| End Year Balance | $57,676,947 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,806,034 | BeginningYearBalanceAmt |
| Contributions | $2,233,453 | ContributionsAmt |
| Investment Earnings Or Losses | $1,086,335 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $802,211 | GrantsOrScholarshipsAmt |
| End Year Balance | $45,323,611 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,782,403 | BeginningYearBalanceAmt |
| Contributions | $3,193,942 | ContributionsAmt |
| Investment Earnings Or Losses | $2,235,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,405,487 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,806,034 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $110,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $110,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $362,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $362,106 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $342,736 | DepreciationAmt |
| Book Value | $14,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,053 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU LEASE LIABILITY | Desc |
| Amt | $618,024 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $618,024 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,497,432 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,179,318 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $313 | OtherRevenueAmt |
| Revenue Not Reported | $3,179,631 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,317,801 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $141,264 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $141,264 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,459,065 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,008,683 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,008,683 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $141,264 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $141,264 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,149,947 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIPS |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE IRC, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. CONTRIBUTIONS TO THE FOUNDATION ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 313. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | $69,445 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $3,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $72,695 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $72,695 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP - EDUCATION | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 8 | $69,445 | CHECK |
| SCHOLARSHIP - EDUCATION | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 1 | $3,250 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOOL RECORDS OF EACH OF THE AWARDED APPLICANTS ARE REVIEWED TO ENSURE THAT ALL SCHOLARSHIP COMPLIANCE REQUIREMENTS ARE BEING MET. SCHOLARSHIP RECIPIENTS MUST ATTEND SCHOOLS APPROVED FOR FEDERAL FINANCIAL AID BY THE U.S. DEPARTMENT OF EDUCATION. ALL RECIPIENTS MUST SUBMIT THEIR VERIFICATION OF ENROLLMENT BEFORE AWARD PAYMENT IS RELEASED. RECIPIENTS MUST ALSO MAINTAIN A GOOD ACADEMIC STANDING AND MUST SUBMIT A GRADE REPORT OR TRANSCRIPT OUTLINING ACADEMIC PERFORMANCE AND PROGRESS. AWARDS ARE RESCINDED FOR THOSE RECIPIENTS WHO DO NOT MEET THE OUTLINED REQUIREMENTS. |
| PART I, LINE 3: | ACCRUAL METHOD |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIE GLANVILLE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2254 LAS POSITAS ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $55,407 | RetainedByContractorAmt |
| Net To Organization | -$55,407 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $55,407 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$55,407 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SOUTH COAST BUSINESS & TECHNOLOGY | Event1Nm |
| Gross Receipts Event1 | $293,400 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $293,400 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $3,754 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $84,017 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $25,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,659 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $293,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $293,400 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $3,754 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $84,017 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $25,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,659 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,930 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$127,930 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS - LIST ON FILE AT FOUNDATION | GrantTypeTxt |
| Recipient | 2013 | RecipientCnt |
| Cash Grant | $6,373,314 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AND LOAN RECIPIENTS MUST ATTEND SCHOOLS APPROVED FOR FEDERAL FINANCIAL AID BY THE U.S. DEPT OF EDUCATION. RECIPIENTS MUST SUBMIT VERIFICATION OF ENROLLMENT BEFORE THE AWARD PAYMENT IS RELEASED. RECIPIENTS MUST ALSO MAINTAIN A GOOD ACADEMIC STANDING AND MUST SUBMIT A GRADE REPORT OR TRANSCRIPT AT THE END OF THE ACADEMIC YEAR. AWARDS ARE CANCELLED FOR RECIPIENTS WHO DO NOT MEET THESE REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA ROBERTSON | PersonNm |
| Title | PRESIDENET & CEO | TitleTxt |
| Base Compensation Filing Org | $193,444 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,541 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,773 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $210,758 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $598,738 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WINE CASES | Desc |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ENTIRE FORM 990 AND RELATED SCHEDULES WERE REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE PRIOR TO THE FILING DATE. THE FORM AND RELATED SCHEDULES WERE E-MAILED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FILING DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, COMMITTEE MEMBERS, AND STAFF ARE COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANNUALLY, ALL PERSONS COVERED BY THE POLICY COMPLETE A CONFLICT OF INTEREST DECLARATION AND SUBMIT IT TO THE PRESIDENT AND CEO. IN ADDITION, WHENEVER AN AFFILIATION OR FINANCIAL INTEREST ON THE PART OF A BOARD, COMMITTEE, OR STAFF MEMBER BECOMES RELEVANT TO ANY TRANSACTION REQUIRING BOARD ACTION, THE INTERESTED PARTY MUST COMPLETE A WRITTEN DECLARATION. THE INTERESTED PARTY IS PROHIBITED FROM ADVOCATING ON BEHALF OF HIS OR HER INTEREST, EITHER FORMALLY AT BOARD OR COMMITTEE MEETINGS, OR INFORMALLY THROUGH PRIVATE COMMUNICATION, AND IS NOT PERMITTED TO PARTICIPATE IN THE VOTE CONCERNING THE PROPOSED TRANSACTION. BOARD MEMBERS, COMMITTEE MEMBERS, AND STAFF MUST ALSO DISCLOSE FAMILY MEMBERS OR FRIENDS WHO APPLY FOR STUDENT AID ASSISTANCE AND ARE NOT PERMITTED TO ADVOCATE ON BEHALF OF, OR PARTICIPATE IN THE SELECTION PROCESS FOR A FAMILY MEMBER OR FRIEND. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CFO IS REVIEWED BY THE PRESIDENT & CEO WHO UTILIZES COMPARABILITY DATA FROM OTHER LOCAL NONPROFITS AS WELL AS A SURVEY OF NONPROFIT COMPENSATION IN SOUTHERN CALIFORNIA. THE SALARIES OF THE FOUNDATION STAFF ARE REVIEWED IN AGGREGATE BY THE EXECUTIVE COMMITTEE AS PART OF THE ANNUAL BUDGETING PROCESS. THE COMMITTEE'S RECOMMENDATIONS ARE SUBSEQUENTLY ADOPTED BY THE BOARD OF DIRECTORS WHILE MEETING IN EXECUTIVE SESSION; THE BOARD'S ACTION IS RECORDED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS, FORM 990 AND AUDITED FINANCIAL STATEMENTS FOR THE THREE PRIOR FISCAL YEARS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICE LOCATION IN SANTA BARBARA. THE BYLAWS, FORM 990 AND THE AUDITED FINANCIAL STATEMENTS FOR THE FIVE PRIOR YEARS ARE POSTED ON THE ORGANIZATION'S WEBSITE. PRINT COPIES OF THESE DOCUMENTS ARE PROVIDED ON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 313. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (4) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3620 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |